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 About Hartford CFA Society

CFA Society Hartford

CFA Society Hartford has a board made up of ​five board members, an immedate past president and past president.  View the current board​.  

Mission

To lead the local financial community by fostering excellence in ethics, education, and community engagement.

Annual Reports

View the 2014-2015 Annual Report

View the 2013-2014 Annual Report

View the 2012-2013 Annual Report

View the 2011-2012 Annual Report

History

CFA Society Hartford was incorporated in 1952 as a non-profit organization to serve the financial community of Greater Hartford, CT and Springfield, MA. It is affiliated with CFA Institute and it shares a common goal to promote the highest ethical and investment standards. CFA Society Hartford currently has a membership of over 700 members working in over 175 investment organizations.

View List of Past Presidents

CFA Society Hartford conducts high quality programs and disseminates information and ideas relating to investments:

  • Presentations made by the management of major corporations to CFA Society Hartford members and their guests;
  • Placement listings and publications are available through CFA Society Hartford and CFA Institute;
  • Topical programs, accounting and economic seminars, The Foundations of Investments Courses and continuing education courses, conferences and other relevant meetings are also held. Over 60 local events are held per year.
  • Active committees offer involvement and services of value.

 About CFA Institute

CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.